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36 articles in this collection
Written by
Paul Dexter,
Christa Moody,
Brandon Clough
and 3 others
Labor Pricing Programs
Create customized sets of labor rates that you can apply to certain projects or clients.
Written by
Christa Moody
Updated over a week ago
Create Office Locations
How to create multiple office locations within your company.
Written by
Kelly Johnson
Updated over a week ago
How to Set a Shipping Method
Setting up default shipping methods for purchasing
Written by
Christa Moody
Updated over a week ago
Office Level Pricing Programs and Factors
This article will discuss enhanced functionality for Office locations within your Company
Written by
Kelly Johnson
Updated over a week ago
Labor Presets
Use labor preset tool to quickly add labor to item in your projects
Written by
Brandon Clough
Updated over a week ago
Setting Up Purchasing/Selling Currencies
How to set your company's default purchasing and selling currencies
Written by
Christa Moody
Updated over a week ago
Adjusting Email Notifications
How to opt in/out of email notifications
Written by
Christa Moody
Updated over a week ago
How to Set Default Labor Units
Set which labor units open by default when editing line items
Written by
Christa Moody
Updated over a week ago
Creating Service Packages
How to set up and edit service packages
Written by
Christa Moody
Updated over a week ago
Factors: Hours per Day of Labor
How to create a factor to add specific labor-type hours per days a labor category.
Written by
Brandon Clough
Updated over a week ago
How to Set your Currency
Setting your Main Company Currency
Written by
Christa Moody
Updated over a week ago
Company Settings
Turn on/off Push New Items to Database
Company Setting to turn on/off the ability to push product data to the database the first time an item is used.
Written by
Christa Moody
Updated over a week ago
Labor Type Translations
Learn how to translate your labor types when using reports in different languages.
Written by
Clayton
Updated over a week ago
Unique Office Labor Rates
Now, each Office in your company can have their own labor rates
Written by
Mason Clough
Updated over a week ago
Automatically Favorite Items
How to change whether your products are favorited when added to a project by default
Written by
Mason Clough
Updated over a week ago
Two-Factor Authentication
Secure your Jetbuilt account with 2FA
Written by
Mason Clough
Updated over a week ago
Default Tax Preferences
How to set up default tax on equipment, shipping, and labor rates.
Written by
Brandon Clough
Updated over a week ago
Manager Approval
Requiring projects to be approved by a Manager before proposals are sent out.
Written by
Mason Clough
Updated over a week ago
Set Default Labor Rates and Costs
How to create and edit Labor Rates and Costs for your company
Written by
Christa Moody
Updated over a week ago
Default Rooms and Systems
How to set up default rooms and systems that will appear in a checklist for each project you create.
Written by
Christa Moody
Updated over a week ago
Custom Project Numbers
How to edit project numbers, or change your company's default project numbering format.
Written by
Christa Moody
Updated over a week ago
Edit Company Settings
How to set up your company account as a Jetbuilt Admin
Written by
Brandon Clough
Updated over a week ago
Creating Factors
Creating and adding factors to a project
Written by
Christa Moody
Updated over a week ago
Team Settings
What happens to a user's projects when they're deactivated?
Where to find projects that belonged to a Jetbuilt user that is now deactivated.
Written by
Mason Clough
Updated over a week ago
User Permission Breakdown
Here's an explanation of the different roles/permissions a user can have.
Written by
Christa Moody
Updated over a week ago
Add Users
How to add additional users to your account
Written by
Paul Dexter
Updated over a week ago
Deactivate Or Reactivate A User
How to deactivate a user, or reactivate a deactivated user.
Written by
Paul Dexter
Updated over a week ago
Billing
Manage Billing Information and Billing Email
How to Change Billing Permissions and Recipients
Written by
Mason Clough
Updated over a week ago
Create Subscription
How to subscribe to Jetbuilt
Written by
Paul Dexter
Updated over a week ago
Update Credit Card
How to update your credit card payment information
Written by
Paul Dexter
Updated over a week ago
Change the Plan
How to change a subscription plan.
Written by
Paul Dexter
Updated over a week ago
Cancel Subscription
How to cancel a subscription.
Written by
Paul Dexter
Updated over a week ago
Integrations
DocuSign Integration
How to connect and use our DocuSign Integration
Written by
Christa Moody
Updated over a week ago
Connecting to Acumatica
Setting up the integration with Acumatica
Written by
Brandon Clough
Updated over a week ago
Google Sheets Integration
How to export your project to your Google account
Written by
Christa Moody
Updated over a week ago
How to Set Up Your Quickbooks Online Integration
How to connect your Jetbuilt account to Quickbooks Online
Written by
Christa Moody
Updated over a week ago